Estate Disbursement

Virtual Consultation

Anywhere is the US | Face to Face | Needs Assessment | Training | Work Sessions | Skype or other platforms

Our Process

It’s quite simple. Every personalized transition service begins with a needs assessment and a planning discussion which includes a tour of your space. This conversation lays the foundation of our work together.

Depending on your preference, we will proceed in developing a plan of action which will lay out goals, priorities and timelines. Once these are in place, then we will get started! We will keep you laser focused and efficiently working towards a more manageable life.